One week’s view: do a good job in the prevention and control of key infectious diseases and strengthen vaccination
The plan defines the normalized prevention and control measures for covid-19 epidemic, consolidates the achievements of epidemic prevention and control, and strengthens the prevention of influenza, dengue fever, Ebola, hand, foot and mouth disease, tuberculosis and other diseases, which will help to reduce public security incidents in China and improve public health.
The plan mentioned strengthening vaccination, increasing covid-19 virus vaccination rate and ensuring the supply of influenza vaccine, which is conducive to further improving the penetration rate of covid-19 vaccine and influenza vaccine. Relevant vaccine enterprises in China are expected to obtain a certain increase in performance.
Chinese medicine plays a role in the development of health
The plan emphasizes to give further play to the unique advantages of traditional Chinese medicine and promote the complementary and coordinated development of traditional Chinese and Western medicine. On the service side: improve the accessibility of traditional Chinese medicine treatment, give full play to the role of traditional Chinese medicine in health services, optimize the price policy of traditional Chinese medicine medical services, and on the drug R & D and production side: consolidate the foundation for the high-quality development of traditional Chinese medicine, promote the innovation of new health products, and deepen international exchanges.
One week’s view: in the field of medical services, it emphasizes standardized operation and is optimistic about leading enterprises with high-quality segments such as mature business model and brand strength
The national health plan of the 14th five year plan emphasizes the “standardized” development. We believe that the standardization is reflected in the following three aspects: (1) in terms of medical insurance, the designated private medical institutions of medical insurance should purchase drugs and consumables on the centralized purchase platform like public hospitals to ensure that their purchase price is reasonable. Secondly, we should eliminate the behavior of false medical treatment and false charges that cause the profits and losses of medical insurance fund; (2) In terms of institution establishment and cooperation, the policy supports the cooperation between social hospitals and public hospitals in medical business, discipline construction and talent training, but it is necessary to follow the specific methods of local standardized cooperation, such as entrusted management, service outsourcing, franchising, restructuring and acquisition and other cooperation modes; (3) In terms of doctors, support and standardize the practice of doctors in multiple institutions.
Recommended and beneficial objects
It’s a matter of recommendation to be featured with the following: ofthe following: ofthe following: ” ” ” forthe (the above ranking is in no order). The subject of the beneficiary object is: Nanjing Vazyme Biotech Co.Ltd(688105) \ , Shanghai Junshi Biosciences Co.Ltd(688180) , Xiansheng pharmaceutical, Imeik Technology Development Co.Ltd(300896) , Bloomage Biotechnology Corporation Limited(688363) , Furui medical technology The four ring medicine, Yunnan Baiyao Group Co.Ltd(000538) \ , Tianjin Zhongxin Pharmaceutical Group Corporation Limited(600329) , Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Xiangxue Pharmaceutical Co.Ltd(300147) , Hunan Hansen Pharmaceutical Co.Ltd(002412) , Chengdu Kanghong Pharmaceutical Group Co.Ltd(002773) , Kpc Pharmaceuticals Inc(600422) (the above ranking is not in any order).
Risk tip: the black swan incident and the deterioration of the epidemic situation in the industry affect production and operation.
